Case Studies

Explore selected projects summarised as Challenge → Approach → Impact.

M&A Databook

Investor-Grade Databook for SaaS Founder

Challenge

  • Fragmented ledgers, no ARR/NDR visibility
  • Minority investment under tight timelines

Approach

  • Standardised trial balances, mapped revenue streams
  • Built ARR, churn, and profitability schedules

Impact

  • Reduced diligence from 4 weeks to 10 days
  • Audit-ready databook accepted by investors
Discuss a databook
AI Automation

Bank Statement & Invoice Reconciliation

Challenge

  • 40–60 hrs/month spent reconciling statements
  • Error-prone manual matching

Approach

  • Deployed AI parsing & auto-matching rules
  • Exception handling routed to Slack

Impact

  • Saved 50–70% analyst time
  • Improved month-end close accuracy
Automate finance ops
Infrastructure & Transaction Advisory

Infrastructure & Transaction Advisory

Challenge

  • Feasibility uncertainty and incomplete project documentation
  • Need for investor-ready financials and clear PPP readiness

Approach

  • Feasibility and financial modelling for project viability
  • Valuation, transaction structuring, and investor-grade documentation
  • PPP readiness and deal advisory support

Impact

  • Clearer monetization routes and improved investor confidence
  • Faster transaction close with better-prepared documentation
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